Why control visibility?
Why control visibility?
It can be tempting to show everything upfront. But in most customer journeys, timing and focus matter.
Here’s why teams choose to reveal content gradually, instead of showing it all at once:
✅ Prevent overwhelm
Not everything is relevant right away, especially in longer sales or onboarding journeys. Too much information can slow momentum.
✅ Guide the experience
Reveal the next section only when it becomes relevant. Help your customer focus on one clear moment of the journey at a time.
✅ Build anticipation
Show them what’s coming, without letting them skip ahead. It’s a great way to keep curiosity high.
✅ Avoid confusion or missing data
If a section relies on earlier inputs (like a proposal built after discovery), you might not have anything to show yet. Keep it locked or hidden until it’s ready.
✅ Create personalized journeys
Only show what’s needed for this specific deal, customer, or use case.
With Flowla, you can choose from 4 visibility options for any stage in your Room:
Visible
Locked
Hidden
Restricted Visibility
Visible
Visible
This is the default setting. Everyone with access to the Room can see this section and all its content without any restrictions.
When to use Visible sections
When to use Visible sections
Use this for stages that should be available to all Room viewers immediately. For example, welcome messages, company overviews, or general onboarding materials.
But in many cases, less is more.
If you’re running a longer process (like sales + onboarding), you’ll often want to control what appears and when.
Real-world example
Real-world example
Let’s say you run a discovery call, and a post-demo Room is created automatically with a workflow.
You might want to:
✅ Make intro material and the next call scheduling link visible
🔒 Keep the proposal or trial section locked until they’ve booked the next meeting
👀 Reveal new content as the process moves forward
Pro tip: Visible sections are great for general content, but use Locked or Hidden when timing or personalization matters. We'll walk you through those next.
Locked
Locked
Locked sections have visible titles, but the content inside stays hidden until it's unlocked.
You can unlock them manually or automatically.
When to use Locked sections
When to use Locked sections
Use them when you want to tease what’s next, but hold back the actual content until a certain point in the journey.
It’s especially helpful when:
You’re building a step-by-step experience and multiple processes are capture in one room
You want to unlock a proposal after a discovery call
You’re waiting for a form to be submitted or a meeting to be booked
You want to show progress (e.g. “Next: Proposal”) without sharing details yet
Real-world example
Real-world example
After your first call, a Room is shared with intro content and a calendar to book the next step.
The Proposal section is visible, but locked, so a customer sees it’s coming, but can’t access it yet.
Once they book the follow-up meeting, a workflow automatically unlocks the section and reveals the proposal.
Hidden
Hidden
Hidden sections are completely invisible until they’re unlocked.
Your viewers won’t see the section name, the content inside, or even know it exists.
When to use Hidden sections
When to use Hidden sections
Use Hidden when you have steps or assets that:
Might only apply to some customers
Shouldn’t appear unless triggered by a specific moment in the journey
Are optional or depend on context (e.g. due diligence, legal, partner content)
They’re perfect for customizing on the fly without adding new sections to a Room from scratch.
Real-world example
Real-world example
In your sales process, some customers ask for a Security & Legal section, others don’t.
You can include that section in your template, but keep it Hidden.
If the topic comes up, just unlock it. If not, it stays out of view.
Restricted Visibility
Restricted Visibility
Restricted visibility lets you make a section visible only to specific people.
Other contacts in the Room won’t see it, not even the section title.
This is ideal when different stakeholders need access to different content, and you want to avoid confusion or oversharing.
When to use Restricted visibility
When to use Restricted visibility
Use this when:
You’re sharing the Room with multiple teams (e.g. end users, exec sponsors, partners)
Only certain stakeholders should see contracts, pricing, or internal notes
You want to give someone access to a step without showing it to everyone else
Real-world example
Real-world example
You’re sharing a Room with several stakeholders: the buying team, finance, and end users.
You want the Proposal section to be visible only to the finance team.
In the section’s visibility settings, choose Restricted Visibility and enter the email addresses of the finance contacts. Only those people will be able to see the section. Everyone else won’t even know it exists.